Thunderbird Partners’s New Oriental EDU Stock Holding History

Thunderbird Partners’s Portfolio EDU Stock Details EDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-390,822	Closed	-$30.4M	–	4
2024 Q2	$30.4M	Sell	390,822 -81,766	-17%	-$6.66M	7.22%	6
2024 Q1	$41M	Sell	472,588 -38,016	-7%	-$3.23M	10.53%	5
2023 Q4	$37.4M	Buy	510,604 +33,177	+7%	+$2.3M	8.07%	6
2023 Q3	$28M	Buy	477,427 +28,015	+6%	+$1.47M	7.01%	7
2023 Q2	$17.7M	Buy	449,412 +16,990	+4%	+$680K	5.46%	6
2023 Q1	$16.7M	Buy	432,422 +15,250	+4%	+$616K	4.19%	9
2022 Q4	$14.5M	Buy	+417,172	New	+$11.8M	3.51%	9
2021 Q2	–	Sell	-119,055	Closed	-$16.7M	–	16
2021 Q1	$16.7M	Buy	+119,055	New	+$20.8M	1.4%	14

Other funds holding EDU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Thunderbird Partners's EDU Position: Q3 2024 in Review

Thunderbird Partners sold out of New Oriental (EDU) in Q3 2024, closing a stake of 390,822 shares — an estimated $30.4M sold.

Thunderbird Partners first reported a position in EDU in Q1 2021 and held it in 8 quarters. The position peaked at $41M in Q1 2024. 215 funds tracked by Wall St. Rank hold EDU as of Q3 2024.

Thunderbird Partners reported no remaining New Oriental position as of Q3 2024 after selling out during the quarter.
Thunderbird Partners sold 390,822 New Oriental shares in Q3 2024, an estimated $30.4M.
Thunderbird Partners first reported a position in New Oriental in Q1 2021 and held it in 8 quarters.
Thunderbird Partners's New Oriental position peaked at $41M in Q1 2024.
215 funds tracked by Wall St. Rank held New Oriental as of Q3 2024.

Based on Thunderbird Partners's 13F filing for Q3 2024, filed 14 Nov 2024.